Defining Static Stability

In the preceding module, the equilibrium steady flight condition was utilised

\[\Sigma\vec{F}=0\]

inherent in the analysis but not explicitly stated is the further consideration that in order to stay at a constant attitude (angular) orientation, the sum of the moments must also be zero

\[\Sigma\vec{M}=0\]

the equilibrium state is known as a trim condition. In the preceding chapter a short little about speed stability due to \(\frac{\text{d}D}{\text{d}V}\) was explored, but stability itself has not been defined not explored.

What is stability?

For an aircraft, stability denotes the response of the aircraft if disturbed from an equilibrium or trim state.

Static Stability

Primarily in this chapter, we will be concerned with the static stability of the aircraft which is defined as the tendency of an aircraft, following an external disturbance (e.g., a gust) to return to the undisturbed condition. There are three categories of static stability that we can describe qualitatively; statically stable, statically neutral, and statically unstable.

This is best described with a graphic:

../_images/StaticStability.png

Fig. 29 Stable, Neutral, and Unstable

In Figure Fig. 29 a ball is placed on three surfaces in an equilibrium state. On the leftmost case, if disturbed (pushed left or right), the ball would return to its initial equilibrium condition. This is statically stable. In the centre case, after a disturbance the ball would find a new equilibrium condition - this is statically neutral. On the rightmost case, the ball would accelerate away from the initial condition - this is statically unstable.

For the simple ball case, with no forcing or excitation, it can be appreciated that the actual end position of the ball is dictated by its static stability. That is, there are no dynamic phenomena that cause the behaviour to change with time. By contrast, this is not the same for an aircraft - that is, an aircraft may have static stability, but have longer-term trend to move away from equilibrium. This is dynamic stability.

Dynamic stability

Dynamic Stability describes whether or not the aircraft will actually return to its trim state following a disturbance. An aircraft may be statically stable, but dynamically unstable. Static instability, however, is always accompanied by dynamic instability. See Figure Fig. 30 for examples of the combinations of static/dynamic stability as a response to a disturbance at \(t=0\). In Figure Fig. 30, \(f(t)\) is any function describing an aircraft state; these are the aircraft velocities and angular orientations.

../_images/DifferentStabilities.png

Fig. 30 Different Stabilities

Stability Requirements

It can be appreciated that in certain situations, good stability is highly desirable - it will be shown that for any aircraft certified under FAR 23, pitch stability is a necessary requirement to be able to produce an aircraft.

However, too much stability can make an aircraft sluggish. Stability is a measure not simply of how well an aircraft responds to disturbances - it also denotes how difficult the aircraft will be to manoeuvre. For this reason, the same stability characteristics are not found in airliners and fighter aircraft.

To explore the dynamic stability of an aircraft requires the full equation of motion, which are nine coupled nonlinear equations. Modules 3, 4, and 5 of this course will be spend deriving, linearising, and then utilising these equations.

Before them, however, we can gain a good intuitive sense of static stability by using some reduced models. With these reduced models, some great predictions can be made about the following:

  • What size does my tail need to be?

  • What tail incidence gives zero elevator deflection at cruise \(C_L\) (and thus the lowest drag in cruise)?

  • How far forward can I place cargo in an aircraft?

Aircraft Body Axes

In module 3, four distinct axes sets will be utilised; body, wind, stability, and earth axes. For this module, aircraft body axes is the only one required. Hopefully aircraft body axes have been covered in previous courses but a bit of revision never hurts.

Aircraft body axes is a right-handed Cartesian axis set, centred at the aircraft centre of gravity. \(x\) is defined positive along the aircraft longitudinal axis, positive forward. \(y\) is positive over the starboard wing. \(z\) is positive down, in accordance with the right hand rule.

Along each of the \(x, y, z\) axes the forces, moments, and velocities can be summarised:

Direction

Force

Linear Velocity

Description

Moment

Angular Displacement

Angular Velocity

Description

\(x\)

\(X\)

\(U\)

Fore/aft

\(L\)

\(\phi\)

\(P\)

Roll

\(y\)

\(Y\)

\(V\)

Sideward

\(M\)

\(\theta\)

\(Q\)

Pitch

\(z\)

\(Z\)

\(W\)

Heave

\(N\)

\(\psi\)

\(R\)

Yaw

The direction of positive rotations is defined in accordance with the right-hand screw rule - see the interactive figure below, which enables you to rotate an aircraft model, and click on the legend to show/hide different components.

A cell below